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Credit Union of Texas

Virtual Teller – Part Time

Credit Union of Texas

. Serve Credit Union of Texas members through the Interactive Teller Machine (ITM) platform .

Posted 10/23/2026part-timeGarland • Texas • United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in processing financial transactions, utilizing ITM platforms, and delivering exceptional member service through video interactions. Capable of identifying and addressing member needs while adhering to compliance and regulatory standards.

Highest-signal resume keywords
ITM Platform ExperienceBilingual English / SpanishFinancial Transaction ProcessingRegulation CC KnowledgeCustomer Service Excellence

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial TransactionsCash HandlingVideo BankingFraud DetectionAI Tools UtilizationMicrosoft OfficeCUTX Core Banking SystemsTransaction DocumentationProblem SolvingAttention to Detail
Soft Skills
Active ListeningCommunication SkillsGoal-Oriented MindsetAdaptabilityTeam Collaboration
Tools & Technologies
Interactive Teller Machine (ITM)Video Banking PlatformCUTX SystemsAI Messaging ToolsMicrosoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft Excel
Industry Keywords
BSA/AML ComplianceOFAC RegulationsUSA PATRIOT ActGLBAFair LendingUDAAPInformation SecurityPrivacy Regulations

About the role

Key responsibilities & impact
  • Serve Credit Union of Texas members through the Interactive Teller Machine (ITM) platform
  • Process deposits, withdrawals, transfers, loan payments, check cashing, and related transactions accurately
  • Deliver high-quality video-enabled member service and assess member needs in real time
  • Verify member identities and authenticate transactions using CUTX procedures and ITM verification tools
  • Place holds according to Regulation CC and CUTX funds availability procedures
  • Recommend appropriate credit union products and services and meet sales, service, and referral goals
  • Refer members to Lending, Member Services, and Financial Wellness teams when needs exceed the ITM channel
  • Identify fraud red flags, suspicious activity, and unusual transaction patterns; escalate them promptly
  • Protect member information and maintain confidentiality
  • Identify ITM machine or software issues and notify leadership
  • Document interactions, transaction notes, and member follow-ups in CUTX systems
  • Adapt to ITM queue volume and platform changes while maintaining service levels
  • Participate in required training, coaching, and product knowledge updates
  • Use approved AI tools for member messaging, next-best-action prompts, knowledge lookup, and fraud/anomaly prompts
  • Review every AI-suggested member message, referral, or next-best-action prompt before acting
  • Verify AI-provided information and stop use and escalate inaccurate, biased, non-compliant, or out-of-scope output
  • Perform other duties required to maintain credit union services and operations

Requirements

What you’ll need
  • High school diploma or General Education Degree (GED) required
  • Minimum six (6) months of similar or related experience in teller, cash handling, retail customer service, or contact center work
  • Prior credit union or community bank experience preferred
  • Prior experience on an ITM, video banking, or contact center platform preferred
  • Bilingual English / Spanish preferred
  • Goal-oriented and service-oriented mindset with ability to meet sales and service targets
  • Strong problem-solving competence and attention to detail
  • Strong active listening skills and ability to interpret member needs during video interactions
  • Strong written and verbal communication skills for a remote, video-enabled service channel
  • Ability to multitask, prioritize, and adapt to a changing environment
  • Ability to work effectively in a group setting and virtual operations environment
  • Working knowledge of basic financial transactions, holds, and Regulation CC funds availability concepts
  • Familiarity with Microsoft Office (Outlook, Teams, Word, Excel) and ability to learn CUTX core banking and ITM platforms
  • Must complete required AI training within thirty (30) days of hire and maintain annual refresher currency
  • Must follow applicable BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA, Fair Lending, UDAAP, information security, privacy, and AI governance requirements

Benefits

Comp & perks
  • Reasonable accommodations for individuals with disabilities
  • Required training, coaching, and product knowledge updates
  • AI training within thirty (30) days of hire and annual refreshers
  • Employment with CUTX is at-will